HRC Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.2M | Buy |
2,267,730
+118,980
| +6% | +$3.48M | 35.31% | 1 |
|
|
2025
Q1 | $53.8M | Sell |
2,148,750
-9,619
| -0.4% | -$241K | 33.39% | 1 |
|
|
2024
Q4 | $60.2M | Buy |
2,158,369
+49,361
| +2% | +$1.38M | 35.71% | 1 |
|
|
2024
Q3 | $54.9M | Buy |
2,109,008
+7,332
| +0.3% | +$191K | 35.48% | 1 |
|
|
2024
Q2 | $53M | Buy |
2,101,676
+53,048
| +3% | +$1.34M | 36.28% | 1 |
|
|
2024
Q1 | $47.5M | Buy |
2,048,628
+15,864
| +0.8% | +$368K | 34.7% | 1 |
|
|
2023
Q4 | $42.2M | Buy |
+2,032,764
| New | +$42.2M | 36.28% | 1 |
|